John Montague's Location
Rochester, NY, US
John Montague's Work
- Brokerage Field Support Associate Manager @ Wells Fargo Advisors
- Divisional Governance Specialist @ Wells Fargo Advisors
- Complex Operations Liaison @ Wells Fargo Advisors
- Brokerage Operations Associate @ Wall Street Financial Group
- Financial Advisor of Park Avenue Securities @ Guardian Life
- Client Services Representative @ MassMutual
- Investor Relations Specialist and Internal Sales @ Legg Mason
- Client Care Representative @ The Adecco Group
- National Sales Representative @ Paychex
John Montague's Education
- State University of New York College at Oswego
Master of Business Administration - MBA
2022 - 2024 - State University of New York College at Oswego
Bachelors of Science (Business Administration, Economics)
1998 - 2003 - Webster-Schroeder High School
Regents Diploma
1995 - 1998
John Montague's Skills
- College Education Planning
- Strategic Financial Planning
- 401k Rollovers
- Traditional IRA
- Trading
- Variable Annuities
- Employee Benefits
- Fixed Annuities
- Retirement Planning
- Roth IRA
John Montague's Summary
John Montague, based in Rochester, NY, US, is currently a Brokerage Field Support Associate Manager at Wells Fargo Advisors, bringing experience from previous roles at Wells Fargo Advisors, Wall Street Financial Group and Guardian Life. John Montague holds a 2022 - 2024 Master of Business Administration - MBA @ State University of New York College at Oswego. With a robust skill set that includes College Education Planning, Strategic Financial Planning, 401k Rollovers, Traditional IRA, Trading and more, John Montague contributes valuable insights to the industry. John Montague has 2 emails and 1 mobile phone number on RocketReach.
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